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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,556 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,005 | $73,839+84.2% | $143,788-5.4% | $68,495+98.6% |
| Participation rate | 84.4% | 66.7%+17.8pp | 80.3%+4.1pp | 67.9%+16.5pp |
| Annual return | -16.36% | 1.01%-17.4pp | -0.03%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $5,721 | $3,184+79.7% | $4,952+15.5% | $2,596+120.3% |
| Participant deferral / active EE | $4,543 | $3,384+34.2% | $5,638-19.4% | $4,028+12.8% |
| Admin fee / account holder | $213 | $5,755-96.3% | $14,675-98.5% | $5,403-96.1% |